George Kegerreis
George Kegerreis is a registered investment advisor at Merit Financial Advisors, based in New Cumberland, PA, with 13 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
502 Bridge St, New Cumberland, PA, 17070
Get directionsHistory
Regulatory History (2)
Financial
January 2026Financial
December 2025Other Business ActivitiesSells Insurance
George works full-time as a Wealth Manager at Merit Financial Advisors. He also works about half his time as a Registered Representative with Purshe Kaplan Sterling Investments, selling direct purchase mutual funds and variable annuities.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Zimmermann Investment Management & Planning LLC
Professional Financial Advisors, INC.
Pfa Security Asset Management, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.